SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,353 | -10.2% | 1,823 | -1.2% | 0.00% | 0.0% |
Q2 2023 | $36,027 | -0.2% | 1,845 | -0.4% | 0.00% | 0.0% |
Q1 2023 | $36,116 | -58.3% | 1,852 | -58.7% | 0.00% | -66.7% |
Q4 2022 | $86,562 | +3.0% | 4,487 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $84,000 | -26.3% | 4,476 | -17.0% | 0.00% | -25.0% |
Q2 2022 | $114,000 | +216.7% | 5,394 | +275.6% | 0.00% | +300.0% |
Q1 2022 | $36,000 | -2.7% | 1,436 | +102.5% | 0.00% | 0.0% |
Q4 2021 | $37,000 | +23.3% | 709 | +6.8% | 0.00% | 0.0% |
Q3 2021 | $30,000 | 0.0% | 664 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $30,000 | +11.1% | 660 | +0.5% | 0.00% | 0.0% |
Q1 2021 | $27,000 | +3.8% | 657 | -3.0% | 0.00% | 0.0% |
Q4 2020 | $26,000 | +8.3% | 677 | +0.9% | 0.00% | 0.0% |
Q3 2020 | $24,000 | +4.3% | 671 | +0.8% | 0.00% | 0.0% |
Q2 2020 | $23,000 | -37.8% | 666 | -41.8% | 0.00% | -66.7% |
Q1 2020 | $37,000 | -47.9% | 1,144 | -26.3% | 0.00% | -40.0% |
Q4 2019 | $71,000 | -58.7% | 1,553 | -57.4% | 0.01% | -64.3% |
Q3 2019 | $172,000 | +493.1% | 3,648 | +467.3% | 0.01% | +366.7% |
Q2 2019 | $29,000 | -38.3% | 643 | -38.9% | 0.00% | -25.0% |
Q1 2019 | $47,000 | +80.8% | 1,053 | +56.7% | 0.00% | +100.0% |
Q4 2018 | $26,000 | -3.7% | 672 | +2.6% | 0.00% | -33.3% |
Q3 2018 | $27,000 | +12.5% | 655 | +12.7% | 0.00% | 0.0% |
Q2 2018 | $24,000 | -33.3% | 581 | -31.2% | 0.00% | -40.0% |
Q3 2016 | $36,000 | -43.8% | 845 | -42.4% | 0.01% | -44.4% |
Q2 2016 | $64,000 | +73.0% | 1,467 | +62.1% | 0.01% | +50.0% |
Q1 2016 | $37,000 | +76.2% | 905 | +69.5% | 0.01% | +50.0% |
Q4 2015 | $21,000 | +61.5% | 534 | +56.1% | 0.00% | +33.3% |
Q3 2015 | $13,000 | +8.3% | 342 | +3.0% | 0.00% | 0.0% |
Q2 2015 | $12,000 | -71.4% | 332 | -67.6% | 0.00% | -70.0% |
Q1 2015 | $42,000 | -76.1% | 1,025 | -77.3% | 0.01% | -77.3% |
Q4 2014 | $176,000 | +1660.0% | 4,510 | +1460.6% | 0.04% | +1366.7% |
Q3 2014 | $10,000 | 0.0% | 289 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $10,000 | – | 289 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |